CapaPlanner for Claude
Setup and Usage Guide – Last updated: 11 October 2026
What it does
The CapaPlanner connector lets Claude read your CapaPlanner planning data, so you can ask questions about it in plain language.
Claude can look up resources (employees), projects, bookings, shifts, tasks, roles, templates, forecasts and utilization. The connector is read-only: it cannot create, change or delete anything in CapaPlanner.
Claude sees only what your own CapaPlanner API key is allowed to see. Each person signs in with their own key.
You need:
- A CapaPlanner account with an API key
- A Claude account (claude.ai, the Claude desktop or mobile app, or Claude Code)
Connect CapaPlanner to Claude
Setup takes about two minutes and is done once; you stay signed in for up to 30 days.
In Claude (web, desktop or mobile):
- Open Claude and go to Customize → Connectors.
- Find CapaPlanner in the directory and click Connect. (Before the directory listing is live: click Add custom connector, enter the URL
https://mcp.capaplanner.com/mcp, then Add.) - A CapaPlanner sign-in page opens. Paste your CapaPlanner API key and click Connect.
- You return to Claude, and the connector shows as connected.
- In a chat, open the tools menu next to the message box and make sure CapaPlanner is switched on.
In Claude Code:
- Run
claude mcp add --transport http capaplanner https://mcp.capaplanner.com/mcp - Run
/mcp, choose capaplanner and sign in with your API key in the browser window that opens.
After 30 days, Claude asks you to sign in again with your key.
What you can ask
Ask in your own words; Claude picks the right CapaPlanner tools and may combine several.
| Topic | Example prompt |
|---|---|
| Team | "List everyone in the Software team with their roles and weekly hours." |
| Availability | "Who has time off next week?" |
| Shifts | "Show the shift assignments for Anna Becker this month." |
| Utilization | "How busy is the Software team right now? Who is overbooked?" |
| Projects | "Give me an overview of all projects and their status." |
| Forecast | "Compare the actual and forecast curves and summarise the gap." |
| Bookings | "Which open booking requests are there, and what do they need?" |
| Templates | "What tasks does the 'Office building' template contain?" |
Claude asks for your permission before it uses a tool, unless you allowed that tool permanently.
Available tools
All 24 tools are read-only.
| Area | Tool | What it returns |
|---|---|---|
| Resources | get_resources | All resources (employees) your key may see: contact, type, group, roles, availability, preplanned hours, rate, leave limit, time-offs, entry/exit dates |
| Resources | get_resource | One resource by ID, same details |
| Resources | get_shift_assignments | Stored shift and preference assignments of one resource |
| Resources | get_task_based_shift_assignments | Shift ranges derived from tasks (calendar entries) of one resource |
| Resources | get_task_based_assignments | Task-derived assignment ranges with each shift's start and end time |
| Projects | get_projects | All HOAI projects in the workspace |
| Projects | get_project | One HOAI project by ID |
| Projects | get_forecast | Forecast suggestions for an ID, request date and plan date |
| Projects | get_project_types | Project types available for scheduling |
| Bookings | get_bookings | Bookings (client requests for resources and time slots), by page, optionally by status |
| Bookings | get_booking_file | The file attached to a booking: text files as text, others as name, type and size |
| Analytics | get_dashboard_utilization | How busy resources are, optionally for one group |
| Analytics | get_actual_curve | Actual (realized) values over time |
| Analytics | get_forecast_curve | Expected values over time |
| Workspace | get_roles / get_role | Roles (skills such as design or testing), all or one |
| Workspace | get_shifts / get_shift | Shift definitions (for example early, late, night) and their times |
| Workspace | get_tasks / get_task | Tasks in the workspace, all or one |
| Workspace | get_templates / get_template | Templates (reusable task structures for new projects) |
| Workspace | get_template_tasks / get_template_task | The tasks of a template, all or one |
Permissions, privacy and disconnecting
Your API key is checked with CapaPlanner, stored only in encrypted form inside your sign-in, and never shown to Claude.
- What Claude can see: exactly what your API key can see in CapaPlanner, nothing more.
- Disconnect: Customize → Connectors → CapaPlanner → Disconnect.
- Stop access immediately: deactivate or replace the API key in CapaPlanner. Every request uses the key live, so access ends at once.
Troubleshooting
| Problem | What to do |
|---|---|
| "These credentials were not accepted" on the sign-in page | Check the API key in CapaPlanner and paste it again, without spaces |
| "Too many requests" (429) on the sign-in page | Wait one minute and try again |
| Claude says CapaPlanner rejected the key, or has no access to the data | The key was deactivated or lacks rights. Ask your CapaPlanner admin, then reconnect |
| Claude doesn't use CapaPlanner | Switch the connector on in the chat's tools menu, or name it: "Using CapaPlanner, …" |
| Asked to sign in again | Normal after 30 days, or after the key changed. Sign in with your key |
| "Error 404: not found" | The ID doesn't exist or isn't visible to your key. Ask Claude to list the items first |
Support
Email stephan@schottai.com with what you asked Claude, the time, and any error message. Never send your API key.